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Avalon Capital Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Avalon Capital Management’s Portfolio XLY Stock Details XLY Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$230K Hold
2025
Q2 		$209K Buy
2025
Q1 		– Sell
2024
Q4 		$215K Buy
2016
Q1 		– Sell
2015
Q4 		$2.35M Buy
2015
Q3 		$2.18M Buy
2014
Q3 		– Sell
2014
Q2 		$1.19M Buy